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EBTC

Enterprise Bancorp

Delisted

EBTC was delisted on the 30th of June, 2025.

65 hedge funds and large institutions have $104M invested in Enterprise Bancorp in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

12% more capital invested

Capital invested by funds: $92.6M → $104M (+$11.4M)

5% more funds holding

Funds holding: 6265 (+3)

1.06% more ownership

Funds ownership: 25.53%26.59% (+1.1%)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
29
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.8M +$1.34M +40,484 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.6M +$56.4K +1,710 +0.4%
BFC
3
Banc Funds Company
Illinois
$9.7M -$1.31M -39,581 -13%
State Street
4
State Street
Massachusetts
$6.59M +$13.8K +419 +0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.26M +$276K +8,381 +5%
SCP
6
Siena Capital Partners
Illinois
$4.41M +$546K +16,546 +15%
MI
7
M3F Inc
Utah
$3.9M -$874K -26,492 -19%
EPCA
8
Elizabeth Park Capital Advisors
Ohio
$3.06M
Northern Trust
9
Northern Trust
Illinois
$2.97M +$16.4K +496 +0.6%
BCM
10
Bridgeway Capital Management
Texas
$2.81M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.57M -$35.8K -1,085 -1%
BCM
12
BHZ Capital Management
California
$2.31M +$10.1K +307 +0.5%
MPAM
13
Monarch Partners Asset Management
Massachusetts
$2.12M +$66 +2 +0%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.03M +$152K +4,618 +9%
BCM
15
Basswood Capital Management
New York
$1.49M +$1.39M +42,217 New
Morgan Stanley
16
Morgan Stanley
New York
$1.4M -$3.76K -114 -0.3%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.26M +$1.17M +35,610 New
CPSC
18
Carl P. Sherr & Co
Massachusetts
$1.13M +$1.65K +50 +0.2%
FDCC
19
Foster Dykema Cabot & Co
Massachusetts
$1.1M
N
20
Nuveen
North Carolina
$975K -$207K -6,277 -19%
Charles Schwab
21
Charles Schwab
California
$897K +$16.6K +502 +2%
IA
22
IFP Advisors
Florida
$789K +$640K +19,400 +6,025%
PAM
23
Panagora Asset Management
Massachusetts
$701K -$123K -3,720 -16%
Invesco
24
Invesco
Georgia
$661K +$305K +9,253 +98%
TWM
25
Trevian Wealth Management
Massachusetts
$635K +$231K +7,013 +64%

EBTC Hedge Fund Activity: Q4 2022 in Review

65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2022, worth a combined $104M — up 12% from $92.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EBTC positions and 2 closed out — a net gain of 3 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $1.39M. The largest seller was Banc Funds Company, cutting an estimated $1.31M.

  • 65 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2022, up from 62 in Q3 2022.
  • Funds reported $104M of Enterprise Bancorp stock for Q4 2022, up 12% quarter-over-quarter.
  • 5 funds opened new Enterprise Bancorp positions in Q4 2022 and 2 closed out, a net change of +3 holders.
  • The largest Enterprise Bancorp buyer in Q4 2022 was Basswood Capital Management, an estimated $1.39M added.
  • The largest Enterprise Bancorp seller in Q4 2022 was Banc Funds Company, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2022.